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Research Sources

In addition to portfolio management disciplines, investment success depends greatly upon the quality of available research and resulting investment decisions. Over the years, we have selected a wide variety of sources for information and expertise, which contribute to the formation of our investment decisions about companies, markets, industries, and economic trends. We employ several research systems as an integral part of our portfolio management process. The following list includes the main resources utilized by our firm.

Independent Research Services

  • The Bank Credit Analyst (BCA Research)
  • Ned Davis Research
  • Morningstar
  • Standard & Poor’s
  • Value Line Investment Survey

Brokerage Research
& Relationships

Schwab Institutional
Merrill Lynch
Oppenheimer
J. P. Morgan

Publications

Wall Street Journal
Barron’s
Fortune
The Economist
Forbes

Telemet Orion – A computer based subscription service which offers extensive data and analytical capabilities covering a wide spectrum of the economy and financial markets, including the following:

Equities
Economic
Corporates
Research
Indices
Municipals
Commodities
Charting
News
Currencies
Governments